Investments: United Asset Strategies, Inc.

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q22025/Q1
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
1.286.514.154 $+50.485.128 $1.238.727.707 $+74.444.204 $1.164.283.503 $+103.651.927 $1.070.292.266 $+1.070.292.266 $
BANK OF AMERICA CORP /DE/BAC570.689.458 $+19.004.084 $551.685.374 $+11.262.074 $540.423.300 $+17.686.333 $522.736.967 $+522.736.967 $
NVIDIA CORPNVDA72.919.264 $-421.446 $73.340.710 $+16.074.789 $57.265.921 $+17.996.742 $39.269.179 $+39.269.179 $
ALPHA PRO TECH LTDAPT68.405.449 $+14.664.079 $53.741.370 $+13.455.122 $40.286.248 $+8.021.096 $32.265.152 $+32.265.152 $
APPFOLIO INCAPPF62.508.020 $+4.286.961 $58.221.059 $+11.950.797 $46.270.262 $+5.816.739 $40.453.523 $+40.453.523 $
MICROSOFT CORPMSFT50.838.029 $-2.454.067 $53.292.096 $+1.005.920 $52.286.176 $+13.045.223 $39.240.953 $+39.240.953 $
AMAZON COM INCAMZN51.036.033 $+2.426.419 $48.609.614 $+112.028 $48.497.586 $+10.312.023 $38.185.563 $+38.185.563 $
JPMORGAN CHASE & COJPM24.150.335 $+330.579 $23.819.756 $+1.761.740 $22.058.016 $+4.924.285 $17.133.731 $+17.133.731 $
Mastercard IncMA23.682.509 $+456.548 $23.225.961 $+296.934 $22.929.027 $+1.388.965 $21.540.062 $+21.540.062 $
Parker-Hannifin CorpPH20.458.474 $+2.665.848 $17.792.626 $+1.310.689 $16.481.937 $+2.197.010 $14.284.927 $+14.284.927 $
Palo Alto Networks IncPANW17.892.799 $-1.627.413 $19.520.212 $+82.300 $19.437.912 $+3.250.850 $16.187.062 $+16.187.062 $
SCHWAB CHARLES CORPSCHW18.875.330 $+681.859 $18.193.471 $+465.652 $17.727.819 $+2.654.382 $15.073.437 $+15.073.437 $
ASML HOLDING NVASML18.295.948 $+2.342.595 $15.953.353 $+3.418.717 $12.534.636 $+11.762.650 $771.986 $+771.986 $
LOCKHEED MARTIN CORPLMT16.801.134 $-1.195.733 $17.996.867 $+1.807.058 $16.189.809 $+6.115.421 $10.074.388 $+10.074.388 $
SPS COMMERCE INCSPSC7.879.303 $-3.188.492 $11.067.795 $+1.501.953 $9.565.842 $-7.423.442 $16.989.284 $+16.989.284 $
Edwards Lifesciences CorpEW16.346.261 $+1.623.545 $14.722.716 $+127.244 $14.595.472 $+1.145.286 $13.450.186 $+13.450.186 $
Eaton Corp plcETN12.915.991 $-2.737.442 $15.653.433 $+894.752 $14.758.681 $+4.812.912 $9.945.769 $+9.945.769 $
CITIGROUP INCC15.034.089 $+1.848.395 $13.185.694 $+1.992.809 $11.192.885 $+1.916.447 $9.276.438 $+9.276.438 $
CHEVRON CORPCVX8.513.671 $-48.715 $8.562.386 $-3.289.848 $11.852.234 $-2.007.206 $13.859.440 $+13.859.440 $
Duke Energy CORPDUK12.815.222 $-499.772 $13.314.994 $+854.001 $12.460.993 $+12.159.162 $301.831 $+301.831 $
MCKESSON CORPMCK12.590.146 $+564.604 $12.025.542 $+739.316 $11.286.226 $-225.974 $11.512.200 $+11.512.200 $
STARBUCKS CORPSBUX8.530.322 $-2.967.820 $11.498.142 $-638.265 $12.136.407 $-431.912 $12.568.319 $+12.568.319 $
JOHNSON & JOHNSONJNJ12.092.471 $+1.130.320 $10.962.151 $+1.928.277 $9.033.874 $-841.708 $9.875.582 $+9.875.582 $
Monster Beverage CorpMNST11.907.004 $+1.443.799 $10.463.205 $+735.839 $9.727.366 $+791.479 $8.935.887 $+8.935.887 $
COLGATE PALMOLIVE COCL9.378.199 $-115.950 $9.494.149 $-976.050 $10.470.199 $-363.729 $10.833.928 $+10.833.928 $
AMGEN INCAMGN10.584.036 $+1.576.604 $9.007.432 $+373.569 $8.633.863 $-816.318 $9.450.181 $+9.450.181 $
Constellation Energy CorpCEG466.029 $+27.331 $438.698 $+3.261 $435.437 $-9.642.344 $10.077.781 $+10.077.781 $
MICRON TECHNOLOGY INCMU2.610.158 $+1.094.867 $1.515.291 $+378.659 $1.136.632 $-8.010.110 $9.146.742 $+9.146.742 $
REALTY INCOME CORPO7.722.910 $-400.031 $8.122.941 $+760.711 $7.362.230 $+213.893 $7.148.337 $+7.148.337 $
Walt Disney CoDIS7.535.140 $+145.790 $7.389.350 $-508.120 $7.897.470 $+1.683.428 $6.214.042 $+6.214.042 $
BlackRock, Inc.BLK7.526.432 $+1.683.422 $5.843.010 $+290.127 $5.552.883 $+128.095 $5.424.788 $+5.424.788 $
Synchrony FinancialSYF7.481.788 $+7.481.788 $
EXXON MOBIL CORPXOM6.676.440 $+564.464 $6.111.976 $+326.321 $5.785.655 $-1.502.032 $7.287.687 $+7.287.687 $
ALLIANT ENERGY CORPLNT5.099.992 $-68.436 $5.168.428 $+453.439 $4.714.989 $-328.492 $5.043.481 $+5.043.481 $
DEERE & CODE4.990.035 $+1.731.574 $3.258.461 $-350.293 $3.608.754 $+1.113.220 $2.495.534 $+2.495.534 $
ELI LILLY & CoLLY4.872.021 $+1.384.786 $3.487.235 $+154.808 $3.332.427 $-117.234 $3.449.661 $+3.449.661 $
PROCTER & GAMBLE CoPG2.521.768 $-752.025 $3.273.793 $-150.782 $3.424.575 $-501.905 $3.926.480 $+3.926.480 $
BECTON DICKINSON & COBDX610.411 $+46.463 $563.948 $+59.465 $504.483 $-3.283.106 $3.787.589 $+3.787.589 $
RTX CorpRTX3.605.472 $+278.263 $3.327.209 $+370.002 $2.957.207 $+256.494 $2.700.713 $+2.700.713 $
PEPSICO INCPEP3.370.194 $-165.948 $3.536.142 $+702.210 $2.833.932 $-301.544 $3.135.476 $+3.135.476 $
MCDONALDS CORPMCD3.486.622 $+1.022.604 $2.464.018 $+77.124 $2.386.894 $-159.115 $2.546.009 $+2.546.009 $
BERKSHIRE HATHAWAY INCBRK-B3.259.685 $+128.620 $3.131.065 $+666.268 $2.464.797 $-269.469 $2.734.266 $+2.734.266 $
DOLLAR GENERAL CORPDG3.232.659 $+3.232.659 $
NETFLIX INCNFLX2.501.048 $-190.527 $2.691.575 $-242.459 $2.934.034 $+473.087 $2.460.947 $+2.460.947 $
ADVANCED MICRO DEVICES INCAMD2.835.693 $+717.053 $2.118.640 $+862.399 $1.256.241 $+921.411 $334.830 $+334.830 $
VERIZON COMMUNICATIONS INCVZ2.534.429 $-145.183 $2.679.612 $+18.901 $2.660.711 $-99.702 $2.760.413 $+2.760.413 $
UNITED PARCEL SERVICE INCUPS1.462.304 $-806.829 $2.269.133 $-469.719 $2.738.852 $+79.995 $2.658.857 $+2.658.857 $
GOLDMAN SACHS GROUP INCGS2.648.133 $+2.648.133 $
PAYCHEX INCPAYX1.855.600 $-214.996 $2.070.596 $-307.820 $2.378.416 $-191.589 $2.570.005 $+2.570.005 $
RESMED INCRMD2.322.497 $-203.225 $2.525.722 $+121.936 $2.403.786 $+2.403.786 $
PALATIN TECHNOLOGIES INCPTNT1.635.436 $-757.689 $2.393.125 $+433.285 $1.959.840 $+1.959.840 $
SYSCO CORPSYY1.758.551 $-578.328 $2.336.879 $+188.763 $2.148.116 $+1.373.853 $774.263 $+774.263 $
ORACLE CORPORCL1.468.671 $-862.818 $2.331.489 $+453.981 $1.877.508 $+676.144 $1.201.364 $+1.201.364 $
AbbVie Inc.ABBV2.250.909 $+949 $2.249.960 $+421.479 $1.828.481 $-272.626 $2.101.107 $+2.101.107 $
NUCOR CORPNUE1.942.284 $+344.292 $1.597.992 $+43.579 $1.554.413 $+92.313 $1.462.100 $+1.462.100 $
FIRSTENERGY CORPFE1.798.644 $-38.795 $1.837.439 $+198.056 $1.639.383 $-10.289 $1.649.672 $+1.649.672 $
PRICE T ROWE GROUP INCTROW1.790.101 $+45.874 $1.744.227 $+117.285 $1.626.942 $+75.023 $1.551.919 $+1.551.919 $
ISHARES GOLD TRUSTIAU689.701 $-342.905 $1.032.606 $-304.704 $1.337.310 $-436.678 $1.773.988 $+1.773.988 $
Accenture plcACN1.720.678 $+586.993 $1.133.685 $-259.819 $1.393.504 $-33.225 $1.426.729 $+1.426.729 $
NEXTERA ENERGY INCNEE1.626.633 $+60.065 $1.566.568 $+117.981 $1.448.587 $-30.675 $1.479.262 $+1.479.262 $
COCA COLA COKO1.500.991 $+133.351 $1.367.640 $-88.617 $1.456.257 $-137.144 $1.593.401 $+1.593.401 $
NICOLET BANKSHARES INCNIC1.474.204 $-111.474 $1.585.678 $+268.775 $1.316.903 $+184.052 $1.132.851 $+1.132.851 $
INTUITIVE SURGICAL INCISRG1.496.323 $+310.716 $1.185.607 $-118.034 $1.303.641 $+112.517 $1.191.124 $+1.191.124 $
MERCADOLIBRE INCMELI954.759 $-89.853 $1.044.612 $-358.907 $1.403.519 $+371.509 $1.032.010 $+1.032.010 $
Walmart Inc.WMT1.397.180 $+271.261 $1.125.919 $+51.949 $1.073.970 $+48.548 $1.025.422 $+1.025.422 $
CATERPILLAR INCCAT1.336.875 $+160.181 $1.176.694 $+229.333 $947.361 $+249.339 $698.022 $+698.022 $
AMERICAN EXPRESS COAXP1.336.124 $+110.860 $1.225.264 $+14.069 $1.211.195 $+98.684 $1.112.511 $+1.112.511 $
COPART INCCPRT1.073.029 $-84.974 $1.158.003 $-155.507 $1.313.510 $+1.313.510 $
Strategy IncMSTR608.560 $-643.226 $1.251.786 $+613.103 $638.683 $+638.683 $
CINTAS CORPCTAS1.118.611 $-24.841 $1.143.452 $-98.198 $1.241.650 $+50.420 $1.191.230 $+1.191.230 $
Zoetis Inc.ZTS1.221.335 $+392.432 $828.903 $+828.903 $
TARGET CORPTGT1.118.875 $+1.118.875 $
GENERAL DYNAMICS CORPGD1.034.329 $-46.609 $1.080.938 $+188.367 $892.571 $+36.670 $855.901 $+855.901 $
SYNOPSYS INCSNPS795.706 $-190.581 $986.287 $-84.702 $1.070.989 $+134.809 $936.180 $+936.180 $
CHIPOTLE MEXICAN GRILL INCCMG1.064.009 $+12.319 $1.051.690 $+1.051.690 $
Booking Holdings Inc.BKNG1.060.027 $+1.060.027 $
CONSOLIDATED EDISON INCED685.698 $-33.170 $718.868 $-228.140 $947.008 $-99.031 $1.046.039 $+1.046.039 $
PENTAIR plcPNR913.617 $-51.371 $964.988 $+48.462 $916.526 $+55.730 $860.796 $+860.796 $
EVERSOURCE ENERGYES872.473 $-72.850 $945.323 $+108.690 $836.633 $-36.509 $873.142 $+873.142 $
ROLLINS INCROL923.948 $+28.339 $895.609 $+895.609 $
Nu Holdings Ltd.NU893.564 $+51.838 $841.726 $+76.411 $765.315 $+765.315 $
EMERSON ELECTRIC COEMR852.837 $+4.602 $848.235 $-23.721 $871.956 $+90.107 $781.849 $+781.849 $
3M COMMM815.627 $+10.883 $804.744 $-481 $805.225 $-59.371 $864.596 $+864.596 $
METLIFE INCMET811.126 $-10.033 $821.159 $+26.047 $795.112 $-67.911 $863.023 $+863.023 $
CVS HEALTH CorpCVS784.943 $+117.561 $667.382 $+67.362 $600.020 $-5.033 $605.053 $+605.053 $
SBA COMMUNICATIONS CORPSBAC575.012 $-60.838 $635.850 $-141.356 $777.206 $+77.696 $699.510 $+699.510 $
BROWN FORMAN CORPBF-A600.439 $+12.770 $587.669 $+16.477 $571.192 $-202.402 $773.594 $+773.594 $
Medtronic plcMDT737.731 $+12.263 $725.468 $+65.366 $660.102 $-83.939 $744.041 $+744.041 $
NORDSON CORPNDSN723.446 $+55.766 $667.680 $+56.315 $611.365 $-999 $612.364 $+612.364 $
SMITH A O CORPAOS641.162 $-32.837 $673.999 $+90.105 $583.894 $-41.535 $625.429 $+625.429 $
AT&T INC.T443.948 $-120.996 $564.944 $-73.194 $638.138 $+1.757 $636.381 $+636.381 $
PFIZER INCPFE612.543 $-19.844 $632.387 $+34.238 $598.149 $-36.147 $634.296 $+634.296 $
FREEPORT-MCMORAN INCFCX629.796 $+139.742 $490.054 $-47.486 $537.540 $+68.076 $469.464 $+469.464 $
LINDE PLCLIN538.591 $-75.621 $614.212 $+127.661 $486.551 $+124.749 $361.802 $+361.802 $
GENUINE PARTS COGPC552.367 $-60.311 $612.678 $+73.717 $538.961 $+3.601 $535.360 $+535.360 $
EQUINIX INCEQIX561.643 $+3.186 $558.457 $-13.943 $572.400 $+572.400 $
WILLIS TOWERS WATSON PLCWTW433.721 $-56.786 $490.507 $+9.024 $481.483 $-66.303 $547.786 $+547.786 $
COMCAST CORPCMCSA361.048 $-33.104 $394.152 $-45.232 $439.384 $-79.971 $519.355 $+519.355 $
TransDigm Group INCTDG351.384 $+3.126 $348.258 $-53.538 $401.796 $+36.292 $365.504 $+365.504 $
Amcor plcAMCR320.702 $+11.038 $309.664 $-37.170 $346.834 $-49.634 $396.468 $+396.468 $
CONOCOPHILLIPSCOP333.954 $-3.496 $337.450 $+17.302 $320.148 $-54.511 $374.659 $+374.659 $
Galaxy Digital Inc.GLXY234.668 $-120.168 $354.836 $+124.995 $229.841 $+229.841 $
GENERAL ELECTRIC COGE306.952 $+306.952 $
BOEING COBA276.158 $+1.641 $274.517 $-25.512 $300.029 $+300.029 $
BP PLCBP244.870 $+1.904 $242.966 $+31.940 $211.026 $-35.460 $246.486 $+246.486 $
FEDEX CORPFDX200.055 $+200.055 $
1.286.514.154 $+50.485.128 $1.238.727.707 $+74.444.204 $1.164.283.503 $+103.651.927 $1.070.292.266 $+1.070.292.266 $
Erweiterte Einstellungen ×